Feel Good About Your Financial Future

Privacy Notice & Mutual Funds Disclaimer

Privacy Notice

Brophy Financial Planning has always understood the importance of confidentiality. At the same time, as a financial solutions provider, the collection of personal client information is fundamental to our business.

We will only ask for personal information when it is necessary to determine appropriate financial solutions, and to comply with federal and provincial legislation.

Details on how your personal information is managed at Desjardins Financial Security Investments Inc. are provided in the Relationship Disclosure document which you acknowledged to receive by a signature on the Account Opening Form.

To request a copy of the information contained in your file, please contact us.

Mutual Funds Disclaimer

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed or insured. Their values change frequently and past performance may not be repeated. The statements contained herein are based on material believed to be reliable but are not guaranteed to be accurate or complete. The article is not intended to provide individual financial tax or investment advice. Particular investment or trading strategies should be evaluated relative to each individual’s objectives.

Terms & Conditions

Legal Disclaimer

This site is not the property of Desjardins Insurance 1 and Desjardins Financial Security Investments Inc. (DFS Investments). DFS Investments has control
over the content of this site by their review of the information provided in accordance with its policies and procedures. DFS Investments is not responsible
for the content in this website that is unrelated to the business of DFS Investments nor is it responsible for the monitoring or supervision of these other
business activities.

1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings
products.

Life and health insurance products are provided by Brophy Financial Planning through Brophy Financial Planning & Insurance Agency Ltd. Life and health insurance products and services are not available through Desjardins Financial Security Investments Inc. (DFS Investments) nor are the insurance plans or services available and/or offered, supervised or reviewed by DFS Investments. DFS Investments is the mutual fund dealer through which mutual funds and products and services are provided.